KFP
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KMG Fiduciary Partners’s Schwab US TIPS ETF SCHP Stock Holding History

KMG Fiduciary Partners’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,070
Closed -$393K – 245
2024
Q1 		$393K Hold
15,070
– – 0.04% 188
2023
Q4 		$393K Hold
15,070
– – 0.05% 187
2023
Q3 		$380K Hold
15,070
– – 0.05% 183
2023
Q2 		$395K Sell
15,070
-530
-3% -$14.1K 0.05% 185
2023
Q1 		$418K Sell
15,600
-250
-2% -$6.58K 0.06% 183
2022
Q4 		$410K Hold
15,850
– – 0.07% 179
2022
Q3 		$411K Hold
15,850
– – 0.08% 148
2022
Q2 		$442K Hold
15,850
– – 0.08% 148
2022
Q1 		$481K Buy
15,850
+1,850
+13% +$56.7K 0.08% 149
2021
Q4 		$440K Hold
14,000
– – 0.07% 146
2021
Q3 		$438K Hold
14,000
– – 0.07% 141
2021
Q2 		$438K Buy
+14,000
New +$434K 0.08% 142

Other funds holding SCHP

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.49B AUM 18.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KMG Fiduciary Partners's SCHP Position: Q2 2024 in Review

KMG Fiduciary Partners sold out of Schwab US TIPS ETF (SCHP) in Q2 2024, closing a stake of 15,070 shares — an estimated $393K sold.

KMG Fiduciary Partners first reported a position in SCHP in Q2 2021 and held it in 12 quarters. The position peaked at $481K in Q1 2022. 654 funds tracked by Wall St. Rank hold SCHP as of Q2 2024.

  • KMG Fiduciary Partners reported no remaining Schwab US TIPS ETF position as of Q2 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 15,070 Schwab US TIPS ETF shares in Q2 2024, an estimated $393K.
  • KMG Fiduciary Partners first reported a position in Schwab US TIPS ETF in Q2 2021 and held it in 12 quarters.
  • KMG Fiduciary Partners's Schwab US TIPS ETF position peaked at $481K in Q1 2022.
  • 654 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2024.

Based on KMG Fiduciary Partners's 13F filing for Q2 2024, filed 18 Jul 2024.